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晶圆制造是半导体产业链中的关键环节
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<table>
    <thead>
        <tr>
            ```html
<th>公司</th>
            <th>主要产品</th>
            <th>涨价时间</th>
            <th>涨价原因</th>
            <th>涨价幅度</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>赛灵思</td>
            <td>可编程逻辑器件 (PLD)、加速器</td>
            <td>2021 年 4 月</td>
            <td>成本上升</td>
            <td>部分产品调增 25%</td>
        </tr>
        <tr>
            <td>英特尔</td>
            <td>先进逻辑制程</td>
            <td>2021 年 4 月</td>
            <td>需求旺盛</td>
            <td>-</td>
        </tr>
        <tr>
            <td>中芯国际</td>
            <td>先进逻辑制程、特殊制程</td>
            <td>2021 年 3 月</td>
            <td>需求强劲</td>
            <td>上调价格</td>
        </tr>
        <tr>
            <td>台积电</td>
            <td>先进逻辑制程、特殊制程</td>
            <td>2021 年 3 月</td>
            <td>产能供不应求</td>
            <td>12 寸晶圆价格逐季上调</td>
        </tr>
        <tr>
            <td>日月光</td>
            <td>芯片前段测试、晶圆针测、封装与成品测试</td>
            <td>2021 年第一季</td>
            <td>上游涨价、需求强劲、产能紧张</td>
            <td>上调价格</td>
        </tr>
        <tr>
            <td>世界先进</td>
            <td>功率芯片、闪存、氮化镓、MEMS</td>
            <td>2021 年初</td>
            <td>8 寸代工需求强劲</td>
            <td>调涨价格</td>
        </tr>
        <tr>
            <td>台积电</td>
            <td>先进逻辑制程、特殊制程</td>
            <td>2021 年初</td>
            <td>需求强劲、产能紧张</td>
            <td>取消针对大客户 3% 的折让优惠</td>
        </tr>
        <tr>
            <td>光宝科技</td>
            <td>核心光电元件、电子关键零组件</td>
            <td>2021 年 2 月 1 日</td>
            <td>上游涨价</td>
            <td>部分产品调增 10%-20%</td>
        </tr>
        <tr>
            <td>瑞能半导体</td>
            <td>可控硅整流器、功率二极管、碳化硅</td>
            <td>2021 年 2 月 1 日</td>
            <td>上游涨价</td>
            <td>部分产品上涨</td>
        </tr>
        <tr>
            <td>深圳华琦微科技</td>
            <td>代理原装进口微芯 MICROCHIP MDT 台湾麦肯</td>
            <td>2021 年 1 月 15 日</td>
            <td>上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>微芯科技</td>
            <td>DRAM 存储、SRAM 存储器、电源管理芯片</td>
            <td>2021 年 1 月 15 日</td>
            <td>需求强劲、上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>华大半导体</td>
            <td>功率器件半导体、宽禁带半导体 (SIC)、MCU</td>
            <td>2021 年 1 月 12 日</td>
            <td>产能不足、上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>上海国芯</td>
            <td>集成电路芯片、半导体元器件、自动化控制设备</td>
            <td>2021 年 1 月 5 日</td>
            <td>上游涨价、产能紧张</td>
            <td>10%-20%</td>
        </tr>
        <tr>
            <td>晶丰明源</td>
            <td>LED 照明、电机驱动</td>
            <td>2021 年 1 月 5 日</td>
            <td>上游涨价、产能紧张、交期延长</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>福斯特半导体</td>
            <td>功率 MOS、二极管、整流桥</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、产能不足、交期延长</td>
            <td>10%-20%</td>
        </tr>
        <tr>
            <td>华润微</td>
            <td>集成电路、功率器件、晶圆代工、</td>
            <td>2021 年 1 月 1 日</td>
            <td>产能不足、交期延长、上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>意法半导体</td>
            <td>专用 IC、微处理器、分立元件</td>
            <td>2021 年 1 月 1 日</td>
            <td>需求强劲</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>新洁能</td>
            <td>MOSFET、IGBT</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、产能不足、交期延长</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>汇顶科技</td>
            <td>微控制器、智能触觉驱动器、心率传感器</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、产能不足</td>
            <td>部分产品调增 30%</td>
        </tr>
        <tr>
            <td>深圳得一微</td>
            <td>固态硬盘存储芯片、嵌入式存储芯片、通用存储芯片</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、产能紧张、交期延长</td>
            <td>部分产品调增 50%</td>
        </tr>
        <tr>
            <td>Diodes</td>
            <td>半导体分立组件、模拟、电源管理</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、交期延长</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>富满电子</td>
            <td>电源充电电流监测芯片、逻辑控制芯片、接口芯片</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价</td>
            <td>全线上涨 10%</td>
        </tr>
        <tr>
            <td>力积电</td>
            <td>动态随机存取存储器 (DRAM)、非易失性存储器 (Flash) 制造</td>
            <td>2021 年 1 月</td>
            <td>产能紧张</td>
            <td>部分产品调增约 10%</td>
        </tr>
        <tr>
            <td>山东晶导微</td>
            <td>二极管、整流桥、桥堆</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价，交期延长，需求强劲、人工成本上升</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>上海贝岭</td>
            <td>电源管理电路、AC/DC 转换器电路、MCU 电路</td>
            <td>2021 年 1 月 1 日</td>
            <td>产能紧张，上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>AOS</td>
            <td>电源 MOSFET、电源 IC、瞬态电压抑制器 TVS</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、交期延长</td>
            <td>全线上涨 20%</td>
        </tr>
        <tr>
            <td>矽力杰</td>
            <td>内置 MOSFET、线性稳压器、锂电池充电芯片</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、交期延长</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>旌芯</td>
            <td>LCD 显示驱动、逻辑芯片、EEPROM 存储类芯片</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价</td>
            <td>视具体品种不等</td>
        </tr>
        <tr>
            <td>瑞萨</td>
            <td>MCU/MPU、模拟器件、存储器/逻辑</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价</td>
            <td>-</td>
        </tr>
        <tr>
            <td>华微电子</td>
            <td>双极型晶体管、场效应晶体管、可控硅、绝缘栅双极型晶体管</td>
            <td>2021 年 1 月 1 日</td>
            <td>上游涨价、资源紧张、交期延长</td>
            <td>10%</td>
        </tr>
        <tr>
            <td>瑞芯微</td>
            <td>智能应用处理器芯片、电源管理芯片</td>
            <td>2021 年</td>
            <td>产能紧张，上游涨价</td>
            <td>不同程度的价格上调-</td>
        </tr>
        <tr>
            <td>华虹半导体</td>
            <td>8 英寸的 350/250/180/150/130 纳米制程</td>
            <td>2020 年第四季度</td>
            <td>需求强劲</td>
            <td>-</td>
        </tr>
        <tr>
            <td>联电</td>
            <td>28nm 制程产品、14 纳米 FinFET 制程</td>
            <td>2020 年下半年</td>
            <td>需求强劲、产能紧张</td>
            <td>2020 年 H2 调涨 10%，2021 年再加 10%~20%</td>
        </tr>
        <tr>
            <td>士兰微</td>
            <td>AC-DC 电路、DC-DC 电路、MCU 电路</td>
            <td>2020 年 12 月 9 日</td>
            <td>上游涨价、产能紧张</td>
            <td>部分产品调增 20%</td>
        </tr>
        <tr>
            <td>江苏捷捷微电</td>
            <td>控硅、功率模块与组件、MOSFET</td>
            <td>2020 年 11 月 16 日</td>
            <td>需求强劲、交期延长、上游涨价、人工成本上升</td>
            <td>芯片产品上涨 15-30%，成品器件上涨 10-20%</td>
        </tr>
        <tr>
            <td>航顺</td>
            <td>大 MCU 系列、大存储器系列、DC/DC 降压系列</td>
            <td>2020 年 11 月 10 日</td>
            <td>产能紧张，上游涨价</td>
            <td>部分产品上涨 10%-20%</td>
        </tr>
        <tr>
            <td>恩智浦</td>
            <td>Arm 处理器、传感器、模拟 IC</td>
            <td>-</td>
            <td>产品紧缺、上游涨价</td>
            <td>全线上涨</td>
        </tr>
        <tr>
            <td>强茂</td>
            <td>瞬变抑制二极管（DIP/SMD）、快速整流二极管、桥式整流器</td>
            <td>-</td>
            <td>上游涨价、产能紧张、人工成本上升、汇率变动影响</td>
            <td>-</td>
        </tr>
    </tbody>
</table>

资料来源：各公司公告、官网，德邦研究所
```
所属报告:
2021年机械设备行业缺芯背景下半导体设备需求趋势分析报告(16页).pdf
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2021年机械设备行业缺芯背景下半导体设备需求趋势分析报告(16页).pdf
2020年以来,国内晶圆厂扩建速度加速
国内半导体近年来多次并购海外优良标的,加速技术进步
半导体设备按工艺不同可分为制程核心设备、良率提升设备、辅助设备
自2020年下半年起,全球“缺芯”引发至少超36家芯片厂家涨价
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